Solar energy
Nobody buys solar panels the day they ask. They buy when someone shows them their own bill.
Your salesperson loses hours calling people who asked for a quote without giving a single useful detail. We install a system that asks what is needed in English or Spanish, receives the electric bill inside the chat and only books site visits for projects that make sense.
Today, without a system
How your customer reaches you today.
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01
A high bill arrives
And they search for “solar panels” for the first time.
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02
They ask for a quote
No usage, no location, no idea whether they own the roof.
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03
The salesperson starts from zero
They call, ask for the bill, explain how it works. Three times for every lead.
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04
The proposal arrives late
A week later. Interest has dropped and the customer already spoke to another company.
This is where the sale is lost
Your rollout · ACO Method
What we install in your solar company.
Solar is sold by educating. The system educates, qualifies and hands your salesperson a project, not a phone number.
Phase 01 · Acquisition
A different message for each type of customer.
A home, a business and an industrial site buy for different reasons. We speak to each one differently from the first ad.
- Separate campaigns for homes, businesses and industrial sites, in English and Spanish
- A savings calculator where the visitor enters their own usage, with the formula your technical team defines
- Educational content: how it works, financing and the incentives currently available
- A landing page per segment connected to the CRM
Phase 02 · Conversion
Your salesperson receives a project, not a name.
The agent asks the qualifying questions, requests a photo of the bill in the same chat and books the site visit only when the project is viable.
What the agent asks
Home, business or industrialMonthly electric billLocationOwns or rents the propertyPreferred languageInterest in financing
- The electric bill received in the chat and attached to the lead record
- A site visit booked only with viable leads
- Answers to common objections while the proposal is prepared
- Automatic follow-up on the proposal until it is signed
Phase 03 · Operation
After the install, another sale begins.
A customer who is happy with their solar system is your best salesperson. The system makes sure they become one.
- Preventive maintenance reminders
- A review and referral request after the installation
- A dashboard per segment: which type of customer closes most
- Leads that are not viable today stay in follow-up for when their situation changes
Your pipeline
Nine stages, named after your business.
Kinexa’s 9 stages adapted to a technical sale: the bill and the site visit have stages of their own because there is no proposal without them.
Pipeline · Sol Vivo Solar (example)
9Stages
24/7AI agent
1New lead
2Contacted
3Qualified
4Bill received
5Site visit
6Proposal sent
7Financing or negotiation
8Contract signed
9Installed
AI agent replies and qualifies
Your team serves and closes
Automated handles the follow-up
Live demo
Luis asks “how much do solar panels cost?”
The honest answer is “it depends.” This is how the agent turns it into a qualified project. Pick Luis’s answers.
Sol Vivo · Solar advisor
Online · replies instantly
Demo with prepared answers and a fictional business. The real agent understands free text and is trained on your business information.
Honesty first
What we will not sell you.
A tailored rollout also means knowing what to leave out. Your business does not need this, or not yet.
“Free solar panels” leads
Volume that only takes time away from your technical team. We prefer fewer leads that are viable.
Savings promises with nothing behind them
The calculator uses your engineer’s formula and says so clearly. The real figure comes from the site visit.
Solar design software
Your team sizes the system with its own tools. Our job is to send them projects that are ready to size.
Services this rollout uses:
Frequently asked questions
What solar companies ask us.
It gives an estimate with the formula your technical team defines, and says so on screen. The real figure comes from the site visit.
It receives the photo and attaches it to the lead record for your engineer. Reading the data off the bill automatically is a possible upgrade, which we evaluate in the assessment.
Yes. The agent replies in English or Spanish, whichever the customer writes in, and records the preferred language for the site visit and the proposal.
Yes. The flow for businesses and industrial sites has more questions and reaches a commercial engineer sooner.
The agent detects it, explains the situation honestly and leaves the lead in follow-up, without taking time from your team.
Is your technical team visiting projects that were never going to close?
In a 30-minute assessment we review how you qualify leads today and how much time is lost before each proposal. You leave with a clear map, whether you work with us or not.